CRM & Inventory

Zoho Integration

Connect Zoho Inventory for product and stock management, and Zoho CRM for customer data. Enables comprehensive decision-making across your business.

Zoho Inventory

  • Products & SKUs
  • Stock levels
  • Purchase orders
  • Warehouses

Zoho CRM

  • Accounts & Contacts
  • Deals & Opportunities
  • Sales history
  • Custom fields

What Gets Synced

From Zoho Inventory

Data TypeDirectionFrequency
Items (Products)Zoho → DecisioHourly
Stock LevelsBi-directionalEvery 30 min
Sales OrdersZoho → DecisioHourly
Purchase OrdersBi-directionalOn approval
WarehousesZoho → DecisioDaily
VendorsZoho → DecisioDaily

From Zoho CRM

Data TypeDirectionFrequency
AccountsZoho → DecisioDaily
ContactsZoho → DecisioDaily
DealsZoho → DecisioHourly
Products (CRM)Zoho → DecisioDaily

Setup Instructions

Step 1: Connect via OAuth

  1. From your Decisio dashboard, go to Settings → Integrations
  2. Click Connect next to Zoho
  3. Select which Zoho apps to connect (Inventory, CRM, or both)
  4. Click Authorize with Zoho
  5. Log in to your Zoho account if prompted
  6. Grant the requested permissions

Step 2: Configure Organization

  1. Select your Zoho organization (if you have multiple)
  2. For Zoho Inventory, select which warehouses to sync
  3. For Zoho CRM, select which modules to include

Step 3: Map Custom Fields

If you use custom fields in Zoho, map them to Decisio fields:

  1. Review the auto-detected custom fields
  2. Map fields to Decisio attributes (cost, category, etc.)
  3. Skip fields you don't want to sync

Purchase Order Automation

With Nova's reorder recommendations, you can automatically create Purchase Orders in Zoho Inventory:

  • Nova generates reorder recommendation
  • You approve the recommendation in Decisio
  • PO is created in Zoho Inventory with correct vendor
  • PO status syncs back to Decisio

Multi-App Linking

If you use both Zoho Inventory and Zoho CRM, Decisio automatically links products and customers across systems, giving you a unified view.

Data Center Regions

Zoho operates in multiple data center regions. Decisio automatically detects and connects to the correct region:

  • US (zoho.com)
  • EU (zoho.eu)
  • India (zoho.in)
  • Australia (zoho.com.au)
  • Japan (zoho.jp)

Troubleshooting

Token Expired

OAuth tokens are refreshed automatically. If you see token errors:

  • Try disconnecting and reconnecting the integration
  • Ensure the Zoho user who authorized has active access
  • Check that API access is enabled for your Zoho plan

Missing Data

  • Verify the data exists in Zoho (not filtered by views)
  • Check that the authorizing user has access to the records
  • For CRM, ensure modules are enabled in your org settings

API Limits

Zoho has API call limits based on your plan. If you hit limits:

  • Reduce sync frequency in Decisio settings
  • Consider upgrading your Zoho plan for higher limits
  • Contact support for enterprise-level optimizations